OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

CRD #168342 SEC #801-78523 ROCKVILLE, MD 301-990-4395

SEC Registered

Total AUM

$407.2M

Discretionary

$341.7M

Employees

Clients

251

Accounts

1,395

Firm Details

Organization Type: Limited Liability Company
State of Formation: Maryland
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
BUBELL, ATHENA	I	CCO	NA
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
FELDMAN, TODD, MICHAEL	I	MEMBER	NA
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN PLANNING HOLDINGS, LLC	DE	MANAGING MEMBER	E	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	ACTIVE	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN BUSINESS SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN PLANNING SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN PLANNING SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN PLANNING SOLUTIONS, LLC	DE	MEMBER	D	Control
OBSIDIAN PLANNING SOLUTIONS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	ACTIVE	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
PARIS INTERNATIONAL ADVISORS, LLC	DE	MEMBER	D	Control
CARROLL, JULIE, ANN	I	CAO	C
CARROLL, JULIE, ANN	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control
CARROLL, PATRICK, KENNETH	I	CHIEF COMPLIANCE OFFICER	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
Carroll, Julie, Ann	I	OBSIDIAN PLANNING HOLDINGS, LLC	D	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, JULIE, ANN	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN BUSINESS SOLUTIONS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
CARROLL, PATRICK, KENNETH	I	OBSIDIAN PLANNING HOLDINGS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, MICHAEL, ROY	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control
PARIS, STUART, ALAN	I	PARIS INTERNATIONAL ADVISORS, LLC	C	Control

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (17)

CA CT DC DE FL MA MD NC NH NJ NV NY OH PA SC TX VA

Address

2099 GAITHER ROAD
SUITE 110
ROCKVILLE, MD 20850
United States

Phone: 301-990-4395